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18 results found

  1. Report Templates - Livestock trading statement

    110 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Babs Bright commented  · 

    At present Xero is not user friendly for our farming clients

    Babs Bright supported this idea  · 

  2. Reports - Add quantity column to reports

    241 votes

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    22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  3. NZ Tax - List view of all open Client Tax Returns

    28 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  4. NZ Tax - Ability to import settlor information to IR6

    33 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  5. NZ Tax - Ability to identify payment plan with IR

    31 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  6. NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed

    47 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

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    Babs Bright commented  · 

    currently inaccurate recording per IRD

    Babs Bright supported this idea  · 

  7. NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners

    33 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  8. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    61 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    153 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright supported this idea  · 

  10. Practice Manager | Clients - Date of death field for client details

    253 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  11. Practice Manager - Audit trail for client history

    285 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

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    Babs Bright commented  · 

    important for identifying training areas and reduction of errors

    Babs Bright supported this idea  · 

  12. NZ Tax - Edit payment schedule on tax return

    31 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Babs Bright commented  · 

    need accuracy as per IRD expectation

    Babs Bright supported this idea  · 

  13. NZ Tax - Ability to calculate income tax for part year returns

    56 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.

    I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.

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    Babs Bright commented  · 

    Need to be able to give client accurate information as per IRD calculations

    Babs Bright supported this idea  · 

  14. New Zealand Tax - Summarised Consolidated Tax Position

    42 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    in house time saver and easy check for potential changes such as refund transfers

    Babs Bright supported this idea  · 

  15. NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds

    48 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    can affect uomi interest calcs

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    Babs Bright commented  · 

    to save time and interruption to workflow

    Babs Bright supported this idea  · 

  16. NZ Tax - Tax Payments (Notices) generated for Working for Families

    39 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    Client needs to see what and how their claim is calculated

    Babs Bright supported this idea  · 

  17. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    49 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    This has an affect of UOMI interest at times

    Babs Bright supported this idea  · 

  18. XPM notes made in Tax Statements & Payments need indicator & roll forward option

    43 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    need to be able to track adjustments & changes

    Babs Bright supported this idea  ·